+145.3%
EMR vs PINS
-23.0%
+168.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.2% | +8.0% | 0.0% |
| 7D | +0.9% | -13.9% | +14.8% | +2.8% |
| 30D | -5.0% | -25.0% | +20.0% | -1.4% |
| 3M | +5.9% | -16.6% | +22.5% | +7.9% |
| 6M | +7.3% | -7.0% | +14.3% | +7.3% |
| YTD | +14.6% | -29.4% | +44.0% | +18.4% |
| 1Y | +15.6% | -49.9% | +65.6% | +24.8% |
| 3Y | +60.2% | -33.6% | +93.8% | +62.9% |
| 5Y | +65.8% | -66.8% | +132.7% | +76.1% |
| All | +145.3% | -23.0% | +168.3% | +70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PINS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling